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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
2601
JNBA Financial Advisors
Minnesota
$71.1K – – –
PP
2602
PFS Partners
New Jersey
$70K +$1.91K +6 +3%
FPF
2603
First Pacific Financial
Washington
$69.1K – – –
JGIA
2604
Jackson Grant Investment Advisers
Connecticut
$67.4K – – –
AWM
2605
Abound Wealth Management
Tennessee
$66.6K +$10.5K +33 +20%
CCC
2606
Chelsea Counsel Company
California
$66.4K – – –
NRWA
2607
North Ridge Wealth Advisors
Oregon
$66.4K – – –
SA
2608
SRH Advisors
Kansas
$66.4K – – –
RWM
2609
Raffa Wealth Management
District of Columbia
$65.3K -$18.8K -59 -23%
WOSD
2610
WFA of San Diego
California
$63.8K -$30.5K -96 -33%
KG
2611
Kilter Group
New York
$60.8K +$4.77K +15 +9%
RF
2612
Robinswood Financial
Washington
$60.5K – – –
DF
2613
Dunhill Financial
United Kingdom
$59.3K +$318 +1 +0.6%
FMP
2614
Financial Management Professionals
Texas
$59.1K -$636 -2 -1%
IRAG
2615
Investment Research & Advisory Group
Georgia
$58.2K -$954 -3 -2%
FNWA
2616
Financial Network Wealth Advisors
Utah
$57.5K – – –
RWM
2617
Rialto Wealth Management
New York
$57.5K +$1.59K +5 +3%
RTC
2618
Riverview Trust Company
Washington
$56.1K – – –
CWP
2619
Concord Wealth Partners
Virginia
$55.5K – – –
FCG
2620
Financial Connections Group
California
$54K – – –
TCM
2621
Tradewinds Capital Management
Washington
$52.5K – – –
SA
2622
Scarborough Advisors
Maryland
$52.1K +$318 +1 +0.6%
UBP
2623
Union Bancaire Privee
Switzerland
$51.3K – – –
GA
2624
GoalVest Advisory
New York
$50.8K – – –
CWIG
2625
Chung Wu Investment Group
Texas
$50.2K +$11.5K +36 +31%
103 104
105
106 107